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Five Fundamentals of Successful Wealth Management

Please join WITI for an important discussion about the financial side of our tech careers! Because of our demanding and complex careers, we often neglect important financial issues. In this session, our experts will discuss key issues when managing your wealth.

Featured Speaker(s)

Beverly Provost

As a Financial Advisor with Evershore Financial Group, Beverly Provost brings quality care into her line of work, where she helps people make the informed financial decisions in order to help reach their life goals. She focuses her practice on helping individuals and small businesses prepare for their futures with financial planning and implementation of retirement solutions, education funding, investments, and insurance. Before becoming a financial advisor, Beverly spent over 18 years in the IT industry. Her Information Technology experience includes Management Consulting with Andersen Consulting (now Accenture), Director of Software Development for Daleen Technologies, and Executive Vice President of IT for Gambro Healthcare.

Susan Weinblatt

I believe that everyone can benefit from the insight and guidance of a financial advisor, regardless of their stage of life or income level. I provide investment vehicles and insurance products to help grow and preserve wealth. The highest good my business can deliver is financial security for my clients. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. DOFU 11/2014 1061192

Schedule of Events

6:00-6:30pm Registration
6:30-7:30pm Presentation
7:30-8:00pm Q&A